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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: rhering who wrote (8638)	1/28/2004 7:06:47 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

Roger, Agree. I cannot believe that people expect rates to remain at 40 year lows for well over a year with an economy growing at 6%. Even if rates move up 50 or 100 bp, this is still at the low end historically for rates. What is the issue? As usual, I do not see it. Regards, Brian

To: rhering who wrote (8638)	1/28/2004 8:01:39 PM
From: robert b furman	Respond to of 25522

Hi Roger, I think this market will be weak based on fear of the real thing not being real. We've had a strong run up.This recovery is spotty and everyone is once bit twice shy. The real stocks that go up in price will quit fooling around and make real money because their products have demand. This won't happen on a dime but will build over time like it did last time. This market is strong but has already gone up nicely - backing and filling will be done on questions of strength. In the long run - the only thing that will work and get results is net profits. To the degree that you throwout all the tricks and just have to pay taxes on money made from your product being in demand, then and only then will we break out and have new highs. Until then we have cups and handles and resistance. Looks to me like we must still attack 23.30 and then 30.70. This will take till Q2 and that is 5-6 months off. I still believe that Cohu has the testhandlers that will gain global market share and it is almost unthinkable that BMS could become a major contributor to the bottom line - they've been an underdog for a long time. This could well be the frosing on the cake. The cake must be thermal control Summits and a lot of Edges making marketshare conquest sales. That's closer than it been for the last 3 years. It will require patience. I can be patient as I collect my dividend.GG Bob

To: rhering who wrote (8638)	1/28/2004 8:20:36 PM
From: Gottfried	Respond to of 25522

Roger and all, comments on the fed rate [I just posted this on ihub]: the patient [the economy] was on life support [the 1% fed rate]. Now the patient has improved enough that life support is no longer needed [raise fed rate a bit]. Didn't everyone know that would happen? Wasn't the 1% the lowest in 40 years? I'll try to find a chart. a fed rate chart from 1990 economagic.com a table with the rate since 1954 economagic.com compare what the market did '94 to '97 when the rate was much higher than now. what was all the excitement about? Gottfried